— Personal Finance + Estate Planning —

Know your net worth.
Protect your estate.

Connect your accounts, track your properties, and build a trust — all from one platform. Your real financial data feeds directly into your estate plan.

Bank-grade encryption Live Plaid sync Complete PDF trust document
One place
For your entire financial picture
Properties, accounts, investments, and debt
Real-time
Net worth tracking via Plaid
Live sync every 30 seconds
PDF ready
Complete trust document, yours to keep
Built from your actual financial data
Everything in one platform

From your bank balance to your estate plan.

Most people have their finances scattered across five apps and their estate plan nowhere. Nexor Net Worth brings it all together.

Net worth dashboard

Connect your accounts via Plaid and see your complete financial picture — assets, liabilities, and equity — update in real time.

Property tracking

Add your real estate, track estimated values and equity, and manage mortgage details alongside your other assets.

Full estate inventory

One unified view of every bank account, investment, property, mortgage, and credit line — organized by category.

Amortization calculator

Pull any connected property and instantly generate a full amortization schedule, payoff timeline, and interest cost breakdown.

Trust builder

Build a revocable living trust step by step. Your accounts and properties auto-populate — just choose what to include.

PDF trust document

Download a complete, formatted trust instrument you can print, notarize, and execute whenever you're ready.

And that's just the start

Also included in your vault.

Spending & budgeting

Categorized transactions pulled straight from your linked accounts.

Stock portfolio

Investment accounts tracked alongside your cash and real estate.

Insurance policies

Life, home, auto, and more — all in one place.

Beneficiaries

Designations linked directly to your accounts and trust.

Document vault

Wills, deeds, statements, and any file you need on hand.

Rental manager

Income, expenses, and tenant details per unit.

Tax document center

Every year's filings organized in one spot.

Estate tax calculator

Estimate exposure before you finalize your plan.

Financial statement export

Ready to hand to a lender or advisor.

Bill payment tracking

Nothing slips through the cracks.

Scoped vault sharing

Grant attorneys, family, or advisors access to exactly what they need — every view and download audited.

Trustee handoff guide

So whoever takes over knows exactly where everything is.

Net worth dashboard

Your complete financial picture, always up to date.

Connect your bank accounts, investment accounts, and mortgage servicers through Plaid. Add your properties. The dashboard assembles everything into one live net worth number — refreshing every 30 seconds.

Cash & savings accounts
Connected directly from your bank via Plaid
Investment accounts
Brokerage, retirement, and portfolio balances
Real estate & equity
Property values minus outstanding mortgage balances
Mortgages & liabilities
Loans, credit cards, and debt tracked alongside assets
Trust builder

Your data fills in your trust automatically.

The guided trust builder reads directly from your connected accounts. Your properties, balances, and investments are already there — just choose what to include and download the finished PDF.

8-step guided wizard
Settlor, trustees, beneficiaries, assets, liabilities, allocation, and provisions.
One-click asset import
Your connected accounts and properties pre-populate — select exactly which to include.
Download your trust PDF
Get a complete, formatted trust instrument you can print, notarize, and execute.
How it works

From zero to estate plan in an afternoon.

Connect your accounts, add your properties, and let your financial data build your trust. Download a complete PDF the same day.

1
Connect your accounts
Link bank, investment, and mortgage accounts through Plaid in under two minutes.
2
Add your properties
Enter your real estate. Add mortgage details and the platform calculates equity automatically.
3
See your real net worth
Your dashboard assembles everything — assets, liabilities, equity — into one live number.
4
Build your trust
Start the trust builder. Your accounts and properties are already there. Pick what to include.
5
Download your trust
The builder generates a complete PDF trust instrument you can print, notarize, and execute.
For individuals

See everything you own.

One dashboard for bank accounts, investments, real estate, loans, and credit — all pulled from Plaid.
Track properties with estimated values, equity, mortgage amortization, and monthly cost breakdowns.
Build a trust with your real data pre-filled and download a complete PDF draft.
Security

Built like your bank.

Bank-grade encryption

Every field is encrypted at rest and in transit using AES-256. We never store your Plaid credentials.

Role-based access

Beneficiaries only see what concerns them. You decide what's shared and when. You control everything.

Plaid-secured connections

Bank connections are handled entirely by Plaid — we never see your login credentials or passwords.

— Know what you have. Plan what happens next —

Your net worth tracked.
Your estate protected.

Connect your accounts, add your properties, build your trust. Free to start — no credit card required.

Nexor Net Worth · Est. MMXXVI